We work collaboratively with clients to understand what they want to achieve within a specified timeframe. This allows our team to provide the right service at the highest professional level, with all the compassion of a small business.
The better we know you, the better the service we can provide. So as the first step, we'll talk about what's important to you and what you want to achieve - whether you want to retire early, spend time with the family, pay off your mortgage faster, travel overseas, set up your kids education, reduce tax, do some home renovations or simply consolidate your super.
We can help you with all aspect of your finances including:
- Wealth Creation
- Retirement Planning
- Superannuation & Rollovers
- Centrelink Planning
- Portfolio Review Services
No matter what your goals are, now is the time to get started on the path to where you want to be. To get in touch today:
Email me at nichollswealth@outlook.com
Call me on 07 4151 2710
Nicholls Wealth Solutions Pty Ltd is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, AFSL 236523.
Expertise
At a glance
- Adviser status Bronze
- Years of experience 1
-
Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Nicholls Wealth Solutions Pty Ltd
Suite 1, 27 Takalvan StreetBundaberg West, QLD 4670
Opening hours
- 9:00am – 4:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523